James Faucette

Checks indicate Arista Networks Inc (NYSE: ANET) should easily meet expectations in the current quarter and could continue to gain share going ahead, but its stock already reflects these positives following a recent rebound, according to Morgan Stanley. The Analyst James Faucette downgraded...

QUALCOMM, Inc. (NASDAQ: QCOM) is up nearly 50 percent in the last five trading sessions since announcing a settlement with Apple, Inc. (NASDAQ: AAPL). One Wall Street analyst said now is not the time to be cashing out of Qualcomm. The Analyst Morgan Stanley analyst James Faucette upgraded Qualcomm...

After years of legal disputes about patents and royalties, Apple, Inc. (NASDAQ: AAPL) and QUALCOMM, Inc. (NASDAQ: QCOM) finally reached an agreement on Tuesday. Apple agreed to pay Qualcomm an undisclosed amount of cash, and Qualcomm agreed to a chipset supply deal that presumably means Qualcomm...

BlackBerry Ltd (NYSE: BB) CEO John Chen said Friday after the company's fourth-quarter report its turnaround is complete. The transition from smartphone maker to software and services should result in the company seeing year-over-year growth in all four quarters. Here is a summary of how...

F5 Networks, Inc. (NASDAQ: FFIV) announced Monday a deal to acquire privately held NGINX, which provides an open-source software going by the same name, for $670 million in cash. The Analysts Raymond James analyst Simon Leopold maintained a Market Perform rating on F5 Networks. JPMorgan analyst...

Networking developer Juniper Networks, Inc. (NYSE: JNPR) has reached an agreement to acquire Mist Systems, a cloud-managed wireless network solution company often described as "the Waze for Wi-Fi" for $405 million. The Analysts Piper Jaffray's James Fish maintains a Neutral...

Cisco Systems, Inc. (NASDAQ: CSCO) stock traded higher by more than 4 percent after the company beat consensus revenue and earnings estimates for its fiscal second quarter. Cisco reported $12.45 billion in revenue, up 5 percent from a year ago and above the $12.41 billion analysts had anticipated....

Mobile chipmaker QUALCOMM, Inc. (NASDAQ: QCOM) reported Wednesday after the market close with mixed quarterly results and in-line second-quarter guidance. The Analysts Bank of America Merrill Lynch analyst Tal Liani reiterated a Neutral rating on Qualcomm shares and lowered the price target from...

Strong consumer spending carried Mastercard Inc (NYSE: MA) to yet another record quarter. The stock surged Thursday on a bottom-line beat and raised outlook. “After preparing themselves for conservative commentary and three-year targets given FX and crossborder headwinds, we think investors...

Juniper Networks, Inc. (NYSE: JNPR) reported preliminary fourth-quarter results Tuesday that came in below expectations and were delivered alongside a concerning outlook. Here's how five analysts reacted.  The Analysts Wells Fargo's Aaron Rakers maintains a Market...

F5 Networks, Inc. (NASDAQ: FFIV), a global specialist in application services and application delivery networking, reported mixed fiscal first-quarter results Wednesday. Here's how analysts on the Street reacted. The Analysts Bank of America's Tal Liani maintains a Buy rating on F5...

QUALCOMM, Inc. (NASDAQ: QCOM) is in the middle of some messy litigation related to its chip pricing. According to one Wall Street analyst, Qualcomm’s legal team and its management should proceed with a two-pronged strategy that is good for investors and for profits. The Analyst Morgan Stanley...

Plenty of investors looking for industries ripe for disruption have focused on the payments business, but the latest data from Morgan Stanley suggests some digital payment options are gaining traction when it comes to mainstream adoption, while others are taking a step backward. Gold Standard...

Qualcomm, Inc. (NASDAQ: QCOM) posted a strong earnings beat Wednesday, reflected in the stock’s 6.2-percent higher opening on Thursday. Earnings per share came in at $1.01 versus analysts’ 71-cent consensus estimate. Sales of $5.6 billion beat estimates by over $400 million....

The emergence of cloud computing is posing a risk to F5 Networks, Inc. (NASDAQ: FFIV), as its core market suffers due to public cloud migrations, according to Morgan Stanley.  The Analyst Analyst James Faucette downgraded F5 Networks from Equal-weight to Underweight with a price target...